MONEYCONTROL-RESEARCH
COMMENT-The problems with the Big Fat Air India wedding: Meddlesome in-laws, secrets, bad stars
The Indian aviation market is extremely competitive with little room for passing on higher crude oil prices.
BUSINESS
COMMENT - Don’t let MSCI arm-twist India, but yield to Singapore exchange on GIFT partnership
Morgan Stanley Capital International, which is one of the biggest index compilers with nearly $9 trillion riding on indices it generates, is trying to lean on countries like India for market access.
BUSINESS
COMMENT | TN government agencies should cop criticism over Sterlite fiasco
Ironically, the political parties that are protesting against the plant have at some point or the other, been responsible for clearing the path for the plant
BUSINESS
The analyst who quit his job to be a teacher and a 'Safal Niveshak'
A prolific writer, Vishal Khandelwal spends 75 percent of his waking time in reading and learning.
BUSINESS
Comment: Windfall tax on oil production unlikely to bear fruit
With India's oil production at less than 20% of consumption the windfall tax defies logic
BUSINESS
Comment | Crop insurance scheme comes a cropper
Two reasons can be attributed to the abysmal state of affairs in crop insurance. One is operational and second is fiscal in general and financial in particular.
BUSINESS
Comment | Hybrid wind-solar policy – Tackling state electricity boards issue will be key to success
The hybrid policy will definitely tackle a key pain point for the sector the main bottleneck remains.
BUSINESS
Comment | Crude at $100/bbl looks a distinct possibility
Supply side troubles and demand side pull along with geopolitical equations makes for a bull case in oil market
BUSINESS
COMMENT - Karnataka (almost) done, here are 3 red flags for markets
Red flags are clearly visible, it’s time to decide whether we should buckle up or throw caution to the winds.
BUSINESS
Comment: Why electricity in every village means little
While providing electricity would increase the demand for power, the government is still struggling to get the demand-supply side equation right.
BUSINESS
COMMENT - The Mumbai Development Plan 2034 may not signal clear skies for all builders
The threat for unsold properties and companies catering to the high-end luxury segment is not really from the land unlocked by the MDP, but from the freeing of FSI, especially in the city.
BUSINESS
No reason to worry about the higher contribution of retail loans in the economy
Retail loans now account for around 25 percent of all non-food credit. As youngsters join the work-force, the higher contribution of retail loans is expected.
BUSINESS
COMMENT - Kotak Bank appears well-positioned to benefit from ICICI Bank’s troubles
The real story lies not in Kotak Bank’s market cap exceeding that of SBI but in its overtaking of fellow private sector banks
BUSINESS
COMMENT- Dump fake nationalism, go ahead and sell Air India to a foreign bidder
But for foreign players, Air-India offers a great opportunity to participate in one of the fastest-growing markets in the world
BUSINESS
Is the worst over for the Indian IT sector?
The IT sector, which has been struggling to find its footing seems to be getting its game plan in place.
BUSINESS
A spiritual solution to banking problem, the answer is within, not without
The verbal political battle is likely to impact banking sector reform, but does the sector really needs structural changes
MARKETS
COMMENT- Why BSE, NSE taking on the Singapore exchange is an exercise in futility
Since only futures of SGX are actively traded on SGX with a monthly settlement, one can conclude that it is largely the hot money that finds its way to SGX.
BUSINESS
COMMENT-Worried about market? Here are 3 readymade queries to generate investing ideas
Market crashes offer good opportunities for stock picking. But it is important to know which stocks to pick. Ready made queries are now available to help investors identify stocks
BUSINESS
COMMENT - Why Mr Jaitley is justified in not reducing corporate tax rates
Not reducing corporate tax rate has been termed as a big miss by the finance minister. But data shows not many companies would have benefited from the cut
BUSINESS
COMMENT-Long-term capital gains tax may be a blessing in disguise for value investors
Investors were waiting for a correction and LTCG has handed them in a platter. But how big a dragon is LTCG?
BUSINESS
COMMENT - Overvalued? Maybe, but India's not among the world's red-hot markets
The sharp rally on Indian bourses since the start of the year has prompted experts to call for a correction which they say is long overdue. However, India is nowhere close to top performing markets
BUSINESS
COMMENT - Why e-commerce discounts sound like capex to I-T sleuths
Reclassification of marketing expenditure and discounts as capital expenditure will be a body blow for e-commerce companies
BUSINESS
5 reasons why any proposal to increase F&O lot size is flawed
The initiative by the finance ministry and Sebi in increasing lot size is flawed on many grounds and exposes their failure in educating the masses whom they seek to protect
BUSINESS
COMMENT: Stressed power plants need enforceable PPAs, everything else is hogwash
Electricity is fast emerging as the primary choice of fuel in automobiles, instead of petrol and diesel. On the supply side, renewables are replacing conventional thermal-based energy sources.
